美國半導體行業對新出口管制強烈反對

半打半的晶片行業團體向拜登發信抨擊預期中的新規定

據路透社報導,來自半導體和製造行業的六個貿易團體向美國總統喬·拜登發送了一封私人信件,抱怨預期本週推出的新出口管制措施是在未與他們協商的情況下快速推進的。

拜登政府在周一發布了關於Nvidia(納斯達克:NVDA)計算晶片在全球可放置地點的規定,設立了一個三級系統,要求大多數國家在使用美國晶片建設人工智能數據中心時必須獲得許可。

在一封日期為1月13日的信中,這些貿易團體包括代表晶片公司的半導體行業協會(SIA)和代表製造晶片工具公司的SEMI,他們對該規定以及預計本週會出台的另一項規定表示不滿。

信中指出:“我們了解到,這項新增規定將對高帶寬記憶體進行更嚴格的控制,而未考慮此類變更可能對美國公司產生的影響或將市場份額讓給全球競爭對手。”

信中強調:“同樣,這些待定的規定是在沒有適當的行業諮詢或公眾意見機會的情況下制定的,儘管它們具有長期影響及經濟和國際重要性。”

SIA和SEMI並未立即回應置評請求。

高帶寬記憶體目前由美國和韓國公司生產,是建造先進人工智能晶片的關鍵材料,而該規定將限制其對中國的銷售。

一位熟悉預期規則的消息人士表示,這些新規則還可能推翻早前的解釋,該解釋曾允許如Lam Research(納斯達克:LRCX)等公司,向中國內存晶片製造商提供設備,從而帶來數億美元的額外收入。

評論: 這封信的內容顯示出晶片行業對於政府政策的不安與擔憂,尤其是在全球科技競爭日益激烈的背景下。新規定可能會使美國企業在全球市場上面臨更大的挑戰,尤其是在高科技領域。從整體經濟的角度來看,這樣的政策或許會短期內保護美國的國家安全,但長期來看卻可能削弱其在全球市場中的競爭力。業界的反對聲音也反映了對政府透明度和行業參與的重要性,未來如何平衡國家安全與經濟競爭將是一個關鍵課題。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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